"Investor Services Operations - M1Performs transfer agency operations services on behalf of clients including financial control accounting and subaccounting, fund settlement, cash reporting, DDA reconciliation, wire room activities, tax reporting, commissions and corporate actions. Manages team in processing distributions, completion of NAV/Rate updates, fund audit fulfillment, gain and loss reporting, settlement, commissions, invoicing and financial payments.Manages relationships with assigned clients and ensures all questions are answered and issues with fund transactions, accounting, and reporting are resolved.Manages processes and oversees a team to ensure that new client onboarding is successful and fund security master records are maintained in accordance with departmental policies and procedures.Ensures clients are in compliance with IRS regulatory standards. Makes accurate and timely delivery of all tax forms to shareholders. Oversees Federal and State reporting requirements, ensuring timely and accurate information reporting. Plans, allocates and monitors workflow to ensure that internal and external projects are accurately and timely completed. Analyzes, organizes and coordinates a variety of tax reporting initiatives to ensure accurate and timely filing for various mailings.Ensures team adheres to quality standards. Analyzes trends and implements processes to improve team performance.Responsible for the effective leadership and development of team members. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Manages a small transfer agency operations team.Contributes to the achievement of team objectives.Associates degree or the equivalent combination of education and experience is required. 4-5 years of total work experience with at least 0-1 years of management experience preferred. Experience in transfer agency operations preferred..BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/Females/Individuals with Disabilities/Protected Veterans.Our ambition is to build the best global team ? one that is representative and inclusive of the diverse talent, clients and communities we work with and serve ? and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums."
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Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
